Latest MACROVIEW INVESTMENT MANAGEMENT LLC Stock Portfolio

MACROVIEW INVESTMENT MANAGEMENT LLC Performance:

2025 Q4: 1.9%YTD: 13.18%2024: -0.63%

Performance for 2025 Q4 is 1.9%, and YTD is 13.18%, and 2024 is -0.63%.

About MACROVIEW INVESTMENT MANAGEMENT LLC and 13F Hedge Fund Stock Holdings

On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, MACROVIEW INVESTMENT MANAGEMENT LLC reported an equity portfolio of $146.3 Millions as of 31 Dec, 2025.

The top stock holdings of MACROVIEW INVESTMENT MANAGEMENT LLC are SPY, BAPR, FNDA. The fund has invested 5.9% of it's portfolio in SPDR S&P 500 ETF TR and 5% of portfolio in INNOVATOR ETFS TRUST.

The fund managers got completely rid off INNOVATOR ETFS TRUST (BAPR), FIRST TR EXCHNG TRADED FD VI (BUFD) and DISNEY WALT CO (DIS) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), VANGUARD SCOTTSDALE FDS (BNDW) and KLX ENERGY SERVICS HOLDNGS I (KLXE). MACROVIEW INVESTMENT MANAGEMENT LLC opened new stock positions in PROFESIONALLY MANAGED PORTFO, MICRON TECHNOLOGY INC (MU) and TESLA INC (TSLA). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), PUTNAM ETF TRUST (PFUT) and ISHARES TR (IJR).

MACROVIEW INVESTMENT MANAGEMENT LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MACROVIEW INVESTMENT MANAGEMENT LLC made a return of 1.9% in the last quarter. In trailing 12 months, it's portfolio return was 13.18%.

Performance
S&P 500

New Buys

Ticker	$ Bought
profesionally managed portfo	1,801,520
innovator etfs trust	1,336,180
innovator etfs trust	1,235,100
innovator etfs trust	1,161,220
micron technology inc	292,260
tesla inc	245,997
berkshire hathaway inc del	237,754
science applications intl co	216,118

New stocks bought by MACROVIEW INVESTMENT MANAGEMENT LLC

Additions

Ticker	% Inc.
schwab strategic tr	354
putnam etf trust	268
ishares tr	110
ishares tr	95.75
spdr s&p 500 etf tr	73.36
vanguard malvern fds	38.64
nvidia corporation	34.57
amazon com inc	33.48

Additions to existing portfolio by MACROVIEW INVESTMENT MANAGEMENT LLC

Reductions

Ticker	% Reduced
vanguard index fds	-73.86
vanguard scottsdale fds	-72.53
klx energy servics holdngs i	-56.74
ishares gold tr	-21.38
t rowe price etf inc	-19.33
spdr gold tr	-18.74
proshares tr	-11.25
invesco exchange traded fd t	-9.26

MACROVIEW INVESTMENT MANAGEMENT LLC reduced stake in above stock

Sold off

Ticker	$ Sold
innovator etfs trust	-1,295,530
first tr exchng traded fd vi	-1,324,730
innovator etfs trust	-1,439,480
bit origin ltd	-4,403
disney walt co	-211,825

MACROVIEW INVESTMENT MANAGEMENT LLC got rid off the above stocks

Sector Distribution

MACROVIEW INVESTMENT MANAGEMENT LLC has about 83.4% of it's holdings in Others sector.

Sector	%
Others	83.4
Technology	6.9
Consumer Cyclical	3.4
Financial Services	1.8
Communication Services	1.8
Industrials	1.1

Market Cap. Distribution

MACROVIEW INVESTMENT MANAGEMENT LLC has about 15.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	83.4
MEGA-CAP	12.2
LARGE-CAP	3.4

Stocks belong to which Index?

About 15.6% of the stocks held by MACROVIEW INVESTMENT MANAGEMENT LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	83.5
S&P 500	15.6

Top 5 Winners (%)		%
COKE	coca cola cons inc	30.9 %
GOOG	alphabet inc	26.6 %
GOOG	alphabet inc	24.9 %
BIL	spdr series trust	21.3 %
MS	morgan stanley	11.7 %

Top 5 Winners ($)		$
PHYS	sprott asset management lp	0.7 M
GLD	spdr gold tr	0.5 M
AAPL	apple inc	0.2 M
IAU	ishares gold tr	0.2 M
BAPR	innovator etfs trust	0.2 M

Top 5 Losers (%)		%
ORCL	oracle corp	-29.8 %
HD	home depot inc	-15.1 %
GDS	gds hldgs ltd	-9.8 %
NVR	nvr inc	-9.2 %
META	meta platforms inc	-9.1 %

Top 5 Losers ($)		$
HD	home depot inc	-0.7 M
ORCL	oracle corp	-0.4 M
MSFT	microsoft corp	-0.2 M
GDS	gds hldgs ltd	0.0 M
VTIP	vanguard malvern fds	0.0 M

MACROVIEW INVESTMENT MANAGEMENT LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MACROVIEW INVESTMENT MANAGEMENT LLC

MACROVIEW INVESTMENT MANAGEMENT LLC has 96 stocks in it's portfolio. About 41.1% of the portfolio is in top 10 stocks. HD proved to be the most loss making stock for the portfolio. PHYS was the most profitable stock for MACROVIEW INVESTMENT MANAGEMENT LLC last quarter.

Last Reported on: 05 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.46	13,261	3,605,260	added	5.96

AAXJ	ishares tr	0.55	7,011	798,675	added	0.67

AFK	vaneck etf trust	0.22	5,335	320,840	added	0.36

AFLG	first tr exchng traded fd vi	0.93	57,202	1,356,480	reduced	-7.83

AFLG	first tr exchng traded fd vi	0.24	8,668	346,662	unchanged	0.00

AGNG	global x fds	0.17	10,787	244,002	reduced	-3.18

AGT	ishares tr	1.52	14,925	2,223,490	added	0.05

ALL	allstate corp	0.17	1,187	247,075	added	6.55

AMP	ameriprise finl inc	0.14	420	205,943	reduced	-0.47

AMZN	amazon com inc	0.39	2,448	565,048	added	33.48

AVGO	broadcom inc	0.19	796	275,413	added	26.95

AXP	american express co	0.55	2,171	803,162	added	3.18

BAPR	innovator etfs trust	5.02	138,452	7,344,660	unchanged	0.00

BAPR	innovator etfs trust	0.93	30,285	1,361,060	unchanged	0.00

BAPR	innovator etfs trust	0.00	0.00	0.00	sold off	-100

BAPR	innovator etfs trust	0.00	0.00	0.00	sold off	-100

BIL	spdr series trust	0.30	5,402	433,386	reduced	-0.2

BIL	spdr series trust	0.18	2,204	268,742	reduced	-3.16

BK	bank new york mellon corp	0.21	2,625	304,737	added	8.25

BNDW	vanguard scottsdale fds	0.93	14,809	1,366,910	reduced	-72.53